Automate Document Workflows and Content Governance.
SharePoint stores your documents. Kognitos manages the lifecycle, automating approvals, enforcing retention policies, and keeping content organized without manual governance.
Describe It in English.
It Runs Deterministically.
Overview
Monitor SharePoint libraries for new documents, auto-classify by content type, route for approval based on metadata, apply retention labels, and notify stakeholders when documents are ready for review.
Execution Steps
Detect New Document
- Monitor designated SharePoint libraries for newly uploaded files
- Extract metadata: author, document type, department, and sensitivity level
Classify and Route
- Auto-classify the document by content type using AI-powered content analysis
- Route to the appropriate approver based on document type and department rules
Apply Governance
- Apply the correct retention label and sensitivity classification after approval
- Notify the document owner and stakeholders that the document is published and compliant
Enterprise
Use Cases
Document Approval Workflows
Automate multi-stage document approvals in SharePoint, route contracts, policies, and SOPs to the right reviewers based on content type.
Retention Policy Enforcement
Automatically apply retention labels, archive expired documents, and purge content past its retention period in SharePoint.
Content Classification
Use AI to classify SharePoint documents by sensitivity, department, and content type, replacing manual metadata tagging.
What the Sharepoint
Integration Supports
Microsoft SharePoint offers enterprise content management and collaboration platform for document sharing and team sites. This integration enables automated document workflows, content management, and team collaboration processes. Enhance organizational knowledge sharing and streamline document management.
Requires the Microsoft Office 365 integration to be connected to the same workspace. Supported connection methods: Client ID, Client Secret and Tenant ID; Client ID, Certificate and Tenant ID; Client ID, Certificate, Private Key and Tenant ID.
33 documented actions
- Add a column to a slist · Adds a column to a given SharePoint list using the Microsoft Graph API.
- Add an item to a slist · Adds an item to a given SharePoint list using the Microsoft Graph API.
- Copy an item to a folder · Copies an item (folder or file) to a given folder using the Microsoft Graph API.
- Create a folder in a document library · Creates a new folder at the root of the given SharePoint document library using the Microsoft Graph API.
- Create a folder in another folder · Creates a new folder at the given SharePoint document library item using the Microsoft Graph API.
- Create a list in a sharepoint site · Creates a new list in a given SharePoint site using the Microsoft Graph API.
- Delete a column from a list · Deletes a column from a given SharePoint list using the Microsoft Graph API.
- Delete a slist · Deletes a list in a given SharePoint site using the Microsoft Graph API.
- Delete an item · Deletes an item (folder or file) within a given SharePoint document library using the Microsoft Graph API.
- Delete an item from list · Deletes one or many items in a given SharePoint list using the Microsoft Graph API.
- Download a file · Downloads a file from a given SharePoint document library using the Microsoft Graph API.
- Edit an item · Edits an item in a given SharePoint list using the Microsoft Graph API.
Show the remaining 21 actions
- Get a folder's items · Retrieves all child items from the specified document library folder using the Microsoft Graph API.
- Get a folder at a path · Retrieves the root folder of a given SharePoint document library using the Microsoft Graph API.
- Get a root folder from a document library · Retrieves the root folder of a given SharePoint document library using the Microsoft Graph API.
- Get some items from a document library · Retrieves all items within a given SharePoint document library using the Microsoft Graph API.
- Get some site's document libraries · Retrieves all document libraries within a given SharePoint site using the Microsoft Graph API.
- Get some sites from sharepoint · Get SharePoint sites accessible via the Microsoft Graph API.
- Get some slist's items · Retrieves all items within a given SharePoint list using the Microsoft Graph API.
- Move an item to a folder · Moves an item (folder or file) to a given folder using the Microsoft Graph API.
- Rename a slist · Renames a list in a given SharePoint site using the Microsoft Graph API.
- Rename a column in a list · Edits a column in a given SharePoint list using the Microsoft Graph API.
- Rename an item to a name · Renames a folder or a file using the Microsoft Graph API.
- Retrieve a document library at a url · Retrieves a SharePoint document library by its web URL using the Microsoft Graph API.
- Retrieve a file at a url · Retrieves a SharePoint file by its web URL using the Microsoft Graph API.
- Retrieve a folder at a url · Retrieves a SharePoint folder by its web URL using the Microsoft Graph API.
- Retrieve a site at a url · Retrieves a SharePoint site by its web URL using the Microsoft Graph API.
- Retrieve a slist at a url · Retrieves a SharePoint list by its web URL using the Microsoft Graph API.
- Retrieve a slist as a table · Retrieve a sharepoint list as a table.
- Retrieve some column definitions from a slist · Retrieves the column definitions of a given SharePoint list using the Microsoft Graph API.
- Retrieve some site's lists · Retrieves all lists within a given SharePoint site using the Microsoft Graph API.
- Retrieve some site's subsites · Retrieves all subsites within a given SharePoint site using the Microsoft Graph API.
- Upload a file to a folder and get the file reference · Uploads a file to a given SharePoint document library using the Microsoft Graph API.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Sharepoint automation questions.
What can I automate between Kognitos and Sharepoint?
Reading and writing structured documents, sheet operations, calendar and email orchestration, and cross-tool data sync between productivity and systems of record. Kognitos reads from Sharepoint, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Sharepoint?
Through Sharepoint's official API using scoped credentials (OAuth or API key, depending on which Sharepoint supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Sharepoint can trigger a Kognitos automation?
Common triggers include a file change, a calendar event, an inbound message, or a scheduled sweep. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Sharepoint automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Sharepoint records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Sharepoint data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Sharepoint data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Sharepoint integration?
Book a 30-minute demo. We'll help you connect Sharepoint, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.